CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,145
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$3.77M
3
+$3.42M
4
VTV icon
Vanguard Value ETF
VTV
+$2.39M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.36M

Top Sells

1
+$5.08M
2
+$3.98M
3
+$1.86M
4
NRG icon
NRG Energy
NRG
+$1.49M
5
FTGS icon
First Trust Growth Strength ETF
FTGS
+$1.33M

Sector Composition

1 Technology 4.58%
2 Healthcare 2.57%
3 Consumer Discretionary 2.27%
4 Industrials 2.23%
5 Financials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$211K 0.02%
1,456
+45
427
$211K 0.02%
6,570
-632
428
$211K 0.02%
6,100
429
$208K 0.02%
7,398
+2,945
430
$206K 0.02%
2,909
+311
431
$206K 0.02%
5,674
+3,989
432
$205K 0.02%
+8,940
433
$205K 0.02%
1,544
+13
434
$204K 0.02%
+9,742
435
$203K 0.02%
705
+123
436
$203K 0.02%
4,700
-857
437
$202K 0.02%
6,244
-1,144
438
$202K 0.02%
4,325
-96
439
$202K 0.02%
981
-41
440
$202K 0.02%
8,746
+46
441
$201K 0.02%
10,495
+9,474
442
$200K 0.02%
880
-376
443
$198K 0.02%
10,670
-1,230
444
$198K 0.02%
4,171
-596
445
$198K 0.02%
3,288
+3,154
446
$197K 0.02%
5,725
447
$196K 0.02%
1,605
-112
448
$196K 0.02%
1,913
-250
449
$195K 0.02%
2,489
+54
450
$195K 0.02%
4,875
+623
16 17
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